A detailed history of Sierra Summit Advisors LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 38,109 shares of HRTG stock, worth $1.19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
38,109
Holding current value
$1.19 Million
% of portfolio
0.15%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$19.02 - $28.4 $724,833 - $1.08 Million
38,109 New
38,109 $960 Million

Others Institutions Holding HRTG

About Heritage Insurance Holdings, Inc.


  • Ticker HRTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 26,569,100
  • Market Cap $832M
  • Description
  • Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...
More about HRTG
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